Eli Lilly

“We'd been working with you know or talking to Eli Lilly and, you know, they were, you know one of the first partners to really work with us closely on that kind of you know, it made that V one of that that design suite, right. That you can use to engineer some…”

“Actis was started five years ago, but recently went public with a three hundred million dollar IPO that was 18 times oversubscribed, and backstopped with a hundred million dollar order by Eli Lilly, the folks who bring you all the weight loss drugs.”

“The 80% reduction of liver fat, A-one C drops from 7.9% to six percent in 40 weeks, which is amazing, by the way, if you're diabetic and your A-one C drops that much, In a couple of months, it's literally a life-saving product.”

“The average user in this phase three trial saw their weight decline from 214 pounds. They lost 37 pounds. That's compared to six pounds on placebo. In 40 weeks.”

“On November of 2025, Lilly cut a deal with the Trump administration. I saw this to drop the price on terzepatide pretty significantly. I think it's like 50 bucks on Medicare.”

“We've got amazing GLP-ONE medicines that I started with that from clear data out of Eli Lilly show a 94% reduction in your risk of moving from being pre-diabetic to diabetic.”

“And so, today, we've got some amazing medicines that are both Biogen and Eli Lilly, that if you are late in the disease progression of Alzheimer's, You can start to slow the decline. We can slow that decline by about 30%, and so intuitively that just gives us …”

“Maybe if you're graduating, you know, name your computer science school today, you don't go immediately to Google. You go to literally John Deere or Caterpillar or Eli Lilly, but the skills that you have are going to be just as relevant in just a different dom…”

“No, cause that stuff's going to come down in price and now, you know, Lilly and Novo are smart now with their GLP ones. They're working around the PBMs and doing direct-to-patient, direct-to-company, and that was brilliant. That was really smart.”

“The interesting thing here is that in a phase three clinical trial in humans, it caused up to one third loss of body weight. So a loss of one third of body weight in about six months time. And it seems like there's some degree of muscle sparing.”

“This is going to be a trillion dollar drug, trillion dollar, but people are already taking it.”

“Am I telling people to buy Lilly? Yes. Why? Well, because it does, I think it could double, it could triple, because they're going to own the best market in the world”

“Today we work with about 1300 biotech and pharma companies scientists at over 7000 academic institutions, universities, all, all around the world. And our software powers, you know, household names like Moderna and Sanofi and Eli Lilly and Regeneron, but also …”

“Eli Lilly put out this announcement about a project they have called TuneLab, where they're taking their internal models and making them available to the broader scientific ecosystem. So a farmer company is saying, hey, you can use our models, but it's give to…”

“And then terzepatide, which you asked how much money we're making, but in, actually in Q-two, we reported global sales, which surpassed Keytruda to becoming the best-selling drug in the world, actually the best-selling drug in the world of all time.”

“I'd estimate around twenty million take prescription GLP-I's.”

“We currently have over a hundred clinical studies with the medicine going on for all kinds of other uses as well, not just slowing you down.”

“There is a very active gray market, particularly in China, peptide synthesis that are producing drugs that are basically the equivalent of your drug.”

“Yeah, that's ours. Coming next year.”

“We've led in reducing the out-of-pocket costs, but from, it was originally a thousand dollars, now it's four 99 from us.”

“We've told the street, expect single digit deflation in this category over time.”

“We spent 25% of sales on R&D. This year that'll be 14.2 billion dollars.”

“So, in 20, 30 something, Manjaro will go to zero.”

“We're currently constructing six plants. We're going to announce four more in the next six months.”

“So yeah, this is creating 20,000 construction jobs in this period, and ultimately five or 6000 manufacturing jobs.”

“And unless some Chinese state-owned enterprise gets in this business, it'll be very hard for others to build that out and follow.”

“We're doing a deal about every two weeks.”

“Our competitor is going to read out a study in a few months on dementia risk. It probably won't be positive. That's my guess, but it will probably be in the right direction.”

“So we are now, right now, starting studies in bipolar disorder and major depressive disorder, along with these addictive hedonic pathways where you're sort of self-medicating and with a new GLP one, a different one, that probably, that has a little less weight…”

“So we'll get that drug in three or four years if it works, and I think it could really change some of these terrible mental health conditions.”

“Well, I would be for a system where we don't have nearly as much drug advertising, to be clear.”

“By the way, more than half of our consumer spending to reach consumers is not on TV.”

“I do do it myself. I also do it just to see what the different models are producing about our drugs.”

“Actually, our company is moving to one.”

“Like if Pfizer or Eli Lilly took a little bit longer to adopt AI as a result of, you know, wanting to be more pragmatic, that'll be totally fine. They're not going to get disrupted. Like they have enough of market position. They have enough distribution. They …”

“The first is the amount of market cap added to Lilly and Novo based on the, you know, development of GLP ones. It's like over a trillion dollars is, is more, you know, I mean, NOAA stock has decreased a lot. So you know, trillion dollars, let's say, is more th…”

“We're building up the platform right now, and it's, ah, we have great partnerships with Eli Lilly, I think you had, ah, the CEO speaking earlier, and Novartis, which are fantastic, and our own internal drug programs, and I think we'll be entering sort of pre-c…”

“And they had sent a lot of Cease and desist letters to the telemedicine companies, the compounding pharmacists, the many doctors who were prescribing compounded, they really have, and Nova Nordisk And Eli Lilly have been pushing very hard against the compounde…”

“And when she appealed. She was allowed to find out who reported her, and it was Eli Lilly, and it was the day after my account went down.”

“They have all these Clinical trials going on right now for different indications for the GLP-I receptor agonists that they're seeing that there's health benefits beyond just the weight loss in reducing things like kidney disease, obviously liver problems, ment…”

“Lilly's market cap is an astounding eight hundred and seventy eight billion dollars, and the company's projected to do forty six billion in revenue and fifteen billion in operating income this year.”

“We had partnered with Genentech to do another first, which is create the first biotechnology product on planet earth, which was human insulin made in a bacterial cell.”

“So far in our studies, this category of medicine's undefeated. We've never had an unsuccessful study in measuring an outcome in a chronic disease.”

“Currently, Lily has a 105 studies going with trisapatide in these other diseases.”

“We just read that study out with Manjaro, which showed that three years on our drug, 94% fewer new diagnosis of outright diabetes.”

“In our hands, it, it's about as good as high dose semaglutide, and we, we're doing phase three right now. So that will start to read out next year.”

“We have approvals in more than 40 countries we haven't even launched in.”

“This year we'll spend over eleven billion dollars on R&D, which is a meaningful it's like a nation state scale.”

“Probably net pricing for us, you know, is going to be something like three, 4000 dollars a year in the steady state per person, but I think we'll create more value than that. We'll save the system more money than that per year per user.”

“Two thirds of actually our gross price goes to PBMs and insurance companies. So of the gross price that's often quoted, the net for us is about a third of that.”

“We launched at a 20% discount to Nova's product, even though we have better efficacy data, and we've only cut the price since then.”

“About 40% of global suffering is some form of a brain or neuroscience disease.”

“We've treated patients that have gone from like six, eight years of life, no hearing at all to now hearing.”

“We have a project in phase three right now that knocks down the production of something called LpA, which is a lipoprotein particle that's probably thought to be about 25% of the remnant reasons why we still have cardiovascular disease and there's no medicine …”

“We buy companies last year, about two dozen, which was the most of any pharma company, but actually with some of the least capital deployed. So we're making I think we spent three billion dollars on 24 companies.”

“We've moved the drug development timeline, which the industry is about nine years, from first human dose to FDA approval. And when I started, ours was about 11. And now we're 6.1.”

“We have a submission document to get in and it used to be our standard was a 120 days from when you had the data to when you send it to the FDA. We're now doing that routinely inside of two weeks.”

“The idea that you're going to throw on, you know, turn a switch on a computer and it's going to think about something and event, you know, the next Prozac. I don't know. I think we're a long way from that day.”

“It's a co-pilot model where the machine can do predictions. Probably now where we see the most value is Eliminating bad ideas that humans don't see, but in hindsight look obvious. So like, cause you can integrate a lot of multi source data and say the probabil…”

“And I realized that they might actually create the first trillion-dollar drug stocks. So the two companies, Eli Lilly and Novo Nordisk, could be trillion-dollar drug stocks.”